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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
chrisparsons047
Level 1

I do not have a business bank account and iam cis. How do i upload payments from the company i work for.

 
1 REPLY 1
JayCaeR
QuickBooks Team

I do not have a business bank account and iam cis. How do i upload payments from the company i work for.

Hello there, Chris. Since you are working under the Construction Industry Scheme (CIS), you can manually record your income without a business bank account. Just upload your payments using a CSV file format and link them to either the default Business Account or a new Dummy Bank Account.

 

  1. First, ensure your payment details are saved in a CSV file format.
  2. In your QuickBooks Sole Trader, navigate to Transactions> Bank Transactions.
  3. Click the dropdown menu next to the New Transaction tab and select Upload Bank Statement to open the Import Bank transaction page.
  4. Click the Drag and drop or select files link to select your CSV file, then click Upload. Once complete, click Continue.
  5. In the Account Name, select Business Current or create a Dummy Account by entering the desired account name, then click Continue.
  6. Choose the type of account and follow the subsequent steps. You will then successfully upload the file.

 

For more detailed instructions on uploading a CSV file in QuickBooks, you can refer to the article mentioned. Please note that while the steps in the article are for QuickBooks Online users, they are similar for QuickBooks Sole trader:

 

 

If you have other concerns in QuickBooks, leave a comment below. We're here to help.

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